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Covestor’s Brookdale Senior Living BKD Stock Holding History

Covestor’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166K Buy
10,293
+1,849
+22% +$25.1K 0.1% 169
2026
Q1 		$115K Sell
8,444
-1,504
-15% -$21.1K 0.08% 235
2025
Q4 		$107K Buy
9,948
+372
+4% +$3.66K 0.06% 541
2025
Q3 		$81K Buy
9,576
+3,428
+56% +$26.1K 0.04% 680
2025
Q2 		$43K Buy
6,148
+863
+16% +$5.61K 0.03% 949
2025
Q1 		$33K Sell
5,285
-348
-6% -$1.86K 0.02% 993
2024
Q4 		$28K Sell
5,633
-2,302
-29% -$13.2K 0.02% 1057
2024
Q3 		$54K Buy
7,935
+200
+3% +$1.43K 0.03% 845
2024
Q2 		$53K Buy
7,735
+66
+0.9% +$446 0.03% 826
2024
Q1 		$51K Sell
7,669
-1
-0% -$6 0.03% 870
2023
Q4 		$45K Buy
7,670
+7,647
+33,248% +$35.9K 0.03% 897
2023
Q3 		$0 Sell
23
-3
-12% -$12 ﹤0.01% 2122
2023
Q2 		$0 Sell
26
-1
-4% -$4 ﹤0.01% 2139
2023
Q1 		$0 Sell
27
-573
-96% -$1.65K ﹤0.01% 2028
2022
Q4 		$2K Sell
600
-10,808
-95% -$40.4K ﹤0.01% 1752
2022
Q3 		$49K Buy
11,408
+760
+7% +$3.6K 0.04% 702
2022
Q2 		$48K Buy
10,648
+2,722
+34% +$16.1K 0.04% 750
2022
Q1 		$56K Buy
7,926
+7,864
+12,684% +$48K 0.04% 768
2021
Q4 		$0 Buy
+62
New +$387 ﹤0.01% 2117

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Covestor's BKD Position: Q2 2026 in Review

Covestor increased its Brookdale Senior Living (BKD) stake by 22% in Q2 2026, buying an estimated $25.1K and bringing the position to 10,293 shares worth $166K. The position accounts for 0.1% of the portfolio, ranked #169.

Covestor first reported a position in BKD in Q4 2021 and has held it in 19 quarters since. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Covestor held 10,293 shares of Brookdale Senior Living worth $166K as of Q2 2026.
  • Covestor bought 1,849 Brookdale Senior Living shares in Q2 2026, an estimated $25.1K.
  • Brookdale Senior Living made up 0.1% of Covestor's portfolio in Q2 2026, its #169 holding.
  • Covestor first reported a position in Brookdale Senior Living in Q4 2021 and has held it in 19 quarters since.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.